Great Waters Wealth Management’s Oracle ORCL Stock Holding History

Great Waters Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$228K	Hold	1,559	–	–	0.02%	116
2026 Q1	$229K	Hold	1,559	–	–	0.02%	110
2025 Q4	$304K	Sell	1,559 -4	-0.3%	-$952	0.03%	90
2025 Q3	$439K	Hold	1,563	–	–	0.05%	70
2025 Q2	$342K	Buy	1,563 +27	+2%	+$4.36K	0.04%	78
2025 Q1	$215K	Hold	1,536	–	–	0.03%	93
2024 Q4	$256K	Sell	1,536 -300	-16%	-$53.3K	0.03%	86
2024 Q3	$313K	Buy	1,836 +2	+0.1%	+$290	0.04%	82
2024 Q2	$259K	Buy	1,834 +33	+2%	+$4.1K	0.04%	87
2024 Q1	$226K	Buy	+1,801	New	+$206K	0.04%	88

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Great Waters Wealth Management's ORCL Position: Q2 2026 in Review

Great Waters Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 1,559 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #116.

Great Waters Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $439K in Q3 2025. 1,378 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Great Waters Wealth Management held 1,559 shares of Oracle worth $228K as of Q2 2026.
Great Waters Wealth Management left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.02% of Great Waters Wealth Management's portfolio in Q2 2026, its #116 holding.
Great Waters Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Great Waters Wealth Management's Oracle position peaked at $439K in Q3 2025.
1,378 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.